How Lyneer Connected Recruiting and Sales Operations

^{The Problem}

Limited flexibility, lack of customization, poor customer support, and high costs across the multiple tools

Lyneer Staffing Solutions, a recruiting and consulting company focused on connecting top talent with specialized roles, struggled to manage operations across multiple disconnected platforms. Tools like Airtable, Zoho CRM, and Zoho Recruit offered limited flexibility, lacked customization, and came with high costs and poor support.

Data was scattered across systems, making it difficult to cross-reference information or maintain a unified view of candidates, clients, and performance. Airtable, while initially appealing, quickly became restrictive—requiring manual workarounds to customize views or share data externally. The inability to generate custom reports or dashboards further hampered decision-making.

When Airtable suddenly doubled its Enterprise pricing, the team knew they needed a scalable, all-in-one solution that could adapt to their evolving needs.

Q1

^{The Solution}

From fragmented tools to one unified platform

Before SmartSuite, Lyneer was juggling multiple platforms like Airtable, Zoho CRM, and Zoho Recruit, which led to inefficiencies, inconsistent adoption, and limited visibility into operations. Despite significant investment in Airtable during the pandemic, the team faced critical limitations in dashboard sharing, data customization, and storage. Worse yet, support from vendors was slow or non-existent.

This lack of flexibility cost them business. “We lost opportunities because clients couldn’t access usable reports,” he explained. “A grid view wasn’t enough. It didn’t look or feel professional.”

The final straw came when Airtable doubled its pricing overnight—forcing Lyneer to reconsider its tech stack and future-proof their infrastructure.

Q2

^{The Results}

Driving revenue growth and real-time team alignment with SmartSuite

Lyneer now operates nearly every business function—except payroll—inside SmartSuite, from recruiting to client reporting. The platform enabled:

• Transition of over 300 recruiters with zero downtime
• Real-time KPI dashboards that helped win millions in new client revenue
• A culture shift where ideas are quickly tested and implemented without bureaucracy

Even skeptics on the team have become believers. “We had salespeople emailing, saying ‘Don’t take this away from us,’” Matthew said. “That’s never happened before.”

Client acquisition also skyrocketed thanks to the tailored data SmartSuite enabled. “We’ve gotten our foot in the door more with reporting than with staffing pitches alone,” he added. “And we’ve never had this level of engagement from our CEO—he checks SmartSuite reports every night.”